Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

Fenergo’s Management Intelligence & Analytics suite offers several out-of-the-box reports, with the ability to customize or build new reports with easy-to-use Report Builder tools. The pre-defined reports can span a number of areas including user activity, case overview and progress, client overview, compliance status and risk assessment etc. The solution provides a drill-down facilitate for reports, as well as a full audit history of all activities with date- and time-stamps, which is extractable via a report.

Fenergo Management Intelligence & Analytics can easily integrate with the full Fenergo Client Lifecycle Management solution suite, as well as the bank's other internal systems to push updated data to these systems.

Our main ambition is to streamline the end-to-end client lifecycle management process – from onboarding to regulatory compliance to lifecycle reviews – for all of our jurisdictions and to standardize processes and procedures across different divisions. Fenergo will help us to achieve operational efficiencies and improve our customer experience, whilst maintaining the highest level of regulatory compliance across the globe

Emma Rey Gállego
Head of Customer Experience-Onboarding in CIB BBVA

We selected Fenergo’s Client Lifecycle Management software to enable us to manage the CDD / KYC processes from client onboarding to client off-boarding and all the KYC / CDD compliance and lifecycle events (periodic and event-driven reviews) that occur in between. A core part of our business transformation program will involve creating an internal centralized KYC target operating model that will help us to simultaneously improve the client experience and reduce the cost impact of the regulatory KYC activities. Fenergo is the technology platform that will underpin this initiative.